Accounting & Finance

Portfolio Manager

Alexander Daniels

Saint Helier · Jersey · United Kingdom

We are working with our client, a highly regarded organisation based in St Helier, Jersey, to appoint a Permanent Portfolio Manager to join our client's team. This is a key role for a seasoned investment professional who will take responsibility for managing and optimising portfolios while supporting our client's long-term strategic objectives and delivering high-quality service to their valued clients.

Skills

  • Portfolio management expertise - applying disciplined investment processes to construct, monitor, and rebalance portfolios in line with agreed strategies and risk appetite.
  • Analytical thinking - using data, research, and market insight to assess performance, identify trends, and support sound investment decisions.
  • Risk awareness - understanding and managing portfolio risk, ensuring appropriate diversification and alignment with client risk profiles.
  • Client-focused mindset - maintaining clear, professional communication with stakeholders to explain portfolio performance and strategy in an accessible way.
  • Attention to detail - ensuring accuracy in portfolio reporting, documentation, and any associated transactional activity.

What you'll do

  • Manage and oversee investment portfolios in line with our client's agreed strategies.
  • Monitor performance and provide clear, regular updates to relevant stakeholders.
  • Undertake detailed analysis of markets and investments to support decisions.
  • Ensure portfolios remain compliant with internal guidelines and risk parameters.
  • Collaborate with our client's team to support broader investment initiatives.

What you'll need

  • Strong experience working in a portfolio or investment management capacity.
  • Demonstrable analytical skills and comfort working with financial data.
  • Sound understanding of investment principles and risk management concepts.
  • Ability to communicate complex information clearly and professionally.
  • Organised, detail-focused approach to managing multiple portfolios and tasks.

Why Join?

  • Opportunity to play a pivotal role in our client's investment offering in Jersey.
  • Work closely with a professional, collaborative team committed to high standards.
  • Be part of a stable, permanent position with long-term career potential.

More information about this role is available upon request - contact the team today for further details.

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Reference: WJ-766_22701268

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